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Capital Group Dividend Value ETF

575 hedge funds and large institutions have $16.7B invested in Capital Group Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$370K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$87.5M
WAM
27
WNY Asset Management
New York
$84.6M
JBA
28
Johnson Bixby & Associates
Washington
$84.4M
KIM
29
Kestra Investment Management
Texas
$75.9M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$75.1M
HighTower Advisors
31
HighTower Advisors
Illinois
$74M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$73.4M
MFG
33
Merit Financial Group
Georgia
$71M
MCM
34
Mainstay Capital Management
Michigan
$71M
P
35
&Partners
Tennessee
$67.6M
Mariner
36
Mariner
Kansas
$64.8M
SEI Investments
37
SEI Investments
Pennsylvania
$58.9M
ACA
38
Aptus Capital Advisors
Alabama
$55.3M
SFA
39
Souders Financial Advisors
Ohio
$53.5M
Truist Financial
40
Truist Financial
North Carolina
$53.5M
IWC
41
Integrated Wealth Concepts
Massachusetts
$51M
Bank of New York Mellon
42
Bank of New York Mellon
New York
$50.2M
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.9M
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$48.1M
PFS
45
Prospera Financial Services
Texas
$46.9M
EFG
46
Erickson Financial Group
Pennsylvania
$43.7M
BCA
47
Bay Colony Advisors
Massachusetts
$43.1M
Jane Street
48
Jane Street
New York
$42.4M
WWM
49
Western Wealth Management
Colorado
$42.1M
SIAS
50
Summit Investment Advisory Services
Minnesota
$40.8M